Our Team

Rob Costello

OPERATIONS MANAGER 

Rob Costello, the Operations Manager, is dedicated to serving the clients of Claritas Financial Partners and assisting the advisors with the day-to-day business of the firm. Before joining the team, Rob worked at the Philadelphia Stock Exchange, Goldman Sachs, and Wells Fargo, where he teamed with Brian Lynn and John Fessler as their client associate for over five years.

With over 30 years of experience in the financial services industry, Rob’s area of expertise is client services. His focus is helping clients with their unique needs and ensuring that they receive high-quality customer service. He is extremely passionate about his work, and he enjoys getting to know the clients on a personal level. 

No stranger to volunteering, Rob has been involved with the Oak Valley Athletic Association for more than 20 years, and he has coached youth soccer, basketball, and baseball. He has been the coach for every team that his children have been involved in.

Raised in Philadelphia, Rob graduated from Temple University and still cheers for his alma mater. He is also a diehard fan of all the Philadelphia sports teams. Rob currently lives in Deptford Township, NJ with his wife, Monica, and their four children, Kasey, Meghan, and twins, Sean and Matthew. He loves to cook and spend time with the family. Rob’s wife, Monica, is one of 13 children, so filling the house never seems to be a problem, and Sunday dinners with his extended family are where he especially finds a lot of joy.

Favorite Part of His Job:

“I enjoy helping people which is what I do best with our clients. Any issues, problems, and questions generally land on my desk. I take pride in making sure it’s all taken care of.”  

Words of Wisdom:

“An investment in knowledge pays the best interest.” - Benjamin Franklin